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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,253 | $91,559-71.3% | $133,978-80.4% | $79,856-67.1% |
| Participation rate | 37.5% | 73.3%-35.8pp | 79.8%-42.3pp | 69.6%-32.1pp |
| Annual return | 17.68% | 61.85%-44.2pp | 45.10%-27.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $800 | $2,384-66.4% | $3,919-79.6% | $2,471-67.6% |
| Participant deferral / active EE | $1,536 | $3,734-58.9% | $5,047-69.6% | $3,741-58.9% |
| Admin fee / account holder | $826 | $6,321-86.9% | $8,930-90.7% | $5,306-84.4% |